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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $806,828 | $175,231+360.4% | $149,696+439.0% | $139,466+478.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 8.93% | 166.77%-157.8pp | 134.46%-125.5pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,118 | $5,478-79.6% | $4,821-76.8% | $4,754-76.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $32,655 | $16,155+102.1% | $13,212+147.2% | $11,409+186.2% |